Vivek Arya
Stock Analyst at B of A Securities
(4.89)
# 33
Out of 4,479 analysts
235
Total ratings
69.57%
Success rate
25.35%
Average return
Main Sectors:
33 Stocks
| Stock | Action | Price Target | Current | Upside | Ratings | Updated | |
|---|---|---|---|---|---|---|---|
| AVGO Broadcom | Reiterates: Buy | $2,000 → $2,150 | $1,657.48 | +29.71% | 13 | Jun 24, 2024 | |
| MU Micron Technology | Maintains: Buy | $144 → $170 | $132.59 | +28.21% | 11 | Jun 17, 2024 | |
| ARM Arm Holdings | Maintains: Buy | $150 → $180 | $163.46 | +10.12% | 2 | Jun 17, 2024 | |
| CRDO Credo Technology Group Holding | Reiterates: Underperform | $21 → $22 | $31.35 | -29.82% | 5 | May 30, 2024 | |
| CDNS Cadence Design Systems | Maintains: Buy | $330 → $350 | $316.78 | +10.49% | 6 | May 30, 2024 | |
| NVDA NVIDIA | Maintains: Buy | $110 → $132 | $122.67 | +7.61% | 26 | May 23, 2024 | |
| ADI Analog Devices | Maintains: Buy | $225 → $260 | $228.24 | +13.92% | 4 | May 23, 2024 | |
| CAMT Camtek | Maintains: Buy | $98 → $112 | $127.33 | -12.04% | 5 | May 22, 2024 | |
| GLBE Global-e Online | Maintains: Buy | $46 → $47 | $36.33 | +29.37% | 3 | May 21, 2024 | |
| AMAT Applied Materials | Maintains: Buy | $222 → $250 | $240.86 | +3.79% | 7 | May 17, 2024 | |
| NVMI Nova Ltd. | Maintains: Buy | $190 → $220 | $235.54 | -6.60% | 3 | May 10, 2024 | |
| AMBA Ambarella | Maintains: Underperform | $62 → $50 | $56.10 | -10.87% | 3 | Apr 16, 2024 | |
| GFS GlobalFoundries | Maintains: Neutral | $62 → $55 | $50.84 | +8.18% | 4 | Apr 16, 2024 | |
| INTC Intel | Maintains: Neutral | $50 → $44 | $31.07 | +41.62% | 13 | Apr 12, 2024 | |
| KLAC KLA Corporation | Maintains: Buy | $740 → $850 | $839.11 | +1.30% | 4 | Mar 14, 2024 | |
| MRVL Marvell Technology | Maintains: Buy | $80 → $95 | $71.60 | +32.68% | 13 | Mar 8, 2024 | |
| AMD Advanced Micro Devices | Maintains: Buy | $165 → $195 | $164.31 | +18.68% | 18 | Jan 29, 2024 | |
| SNPS Synopsys | Maintains: Buy | $650 | $609.66 | +6.62% | 16 | Jan 4, 2024 | |
| TER Teradyne | Downgrades: Underperform | $100 | $149.60 | -33.16% | 13 | Dec 15, 2023 | |
| TXN Texas Instruments | Maintains: Neutral | $160 | $198.42 | -19.36% | 16 | Oct 25, 2023 | |
| LITE Lumentum Holdings | Maintains: Underperform | $50 → $45 | $53.94 | -16.57% | 4 | Oct 10, 2023 | |
| WOLF Wolfspeed | Maintains: Underperform | $49 → $40 | $23.83 | +67.86% | 3 | Oct 10, 2023 | |
| COHR Coherent | Maintains: Neutral | $55 → $35 | $72.86 | -51.96% | 3 | Aug 17, 2023 | |
| NVTS Navitas Semiconductor | Maintains: Neutral | $11 → $10 | $3.98 | +151.26% | 3 | Aug 15, 2023 | |
| ON ON Semiconductor | Maintains: Buy | $120 → $130 | $72.92 | +78.28% | 5 | Aug 1, 2023 | |
| MTSI MACOM Technology Solutions Holdings | Downgrades: Neutral | $72 | $111.76 | -35.58% | 5 | Jul 18, 2023 | |
| SWKS Skyworks Solutions | Maintains: Underperform | $108 → $100 | $106.96 | -6.51% | 6 | May 9, 2023 | |
| LRCX Lam Research | Maintains: Buy | $540 → $460 | $1,072.82 | -57.12% | 4 | Oct 7, 2022 | |
| QRVO Qorvo | Downgrades: Underperform | $125 → $95 | $118.90 | -20.10% | 5 | Jun 29, 2022 | |
| VLN Valens Semiconductor | Maintains: Buy | $8.5 → $5 | $3.20 | +56.25% | 2 | Jun 29, 2022 | |
| CRUS Cirrus Logic | Maintains: Underperform | $85 → $80 | $129.77 | -38.35% | 3 | Jun 29, 2022 | |
| MCHP Microchip Technology | Maintains: Buy | $85 → $74 | $92.06 | -19.62% | 5 | Jun 29, 2022 | |
| NXPI NXP Semiconductors | Maintains: Buy | $220 → $190 | $272.04 | -30.16% | 2 | Jun 29, 2022 |
Broadcom
Jun 24, 2024
Reiterates: Buy
Price Target: $2,000 → $2,150
Current: $1,657.48
Upside: +29.71%
Micron Technology
Jun 17, 2024
Maintains: Buy
Price Target: $144 → $170
Current: $132.59
Upside: +28.21%
Arm Holdings
Jun 17, 2024
Maintains: Buy
Price Target: $150 → $180
Current: $163.46
Upside: +10.12%
Credo Technology Group Holding
May 30, 2024
Reiterates: Underperform
Price Target: $21 → $22
Current: $31.35
Upside: -29.82%
Cadence Design Systems
May 30, 2024
Maintains: Buy
Price Target: $330 → $350
Current: $316.78
Upside: +10.49%
NVIDIA
May 23, 2024
Maintains: Buy
Price Target: $110 → $132
Current: $122.67
Upside: +7.61%
Analog Devices
May 23, 2024
Maintains: Buy
Price Target: $225 → $260
Current: $228.24
Upside: +13.92%
Camtek
May 22, 2024
Maintains: Buy
Price Target: $98 → $112
Current: $127.33
Upside: -12.04%
Global-e Online
May 21, 2024
Maintains: Buy
Price Target: $46 → $47
Current: $36.33
Upside: +29.37%
Applied Materials
May 17, 2024
Maintains: Buy
Price Target: $222 → $250
Current: $240.86
Upside: +3.79%
Nova Ltd.
May 10, 2024
Maintains: Buy
Price Target: $190 → $220
Current: $235.54
Upside: -6.60%
Ambarella
Apr 16, 2024
Maintains: Underperform
Price Target: $62 → $50
Current: $56.10
Upside: -10.87%
GlobalFoundries
Apr 16, 2024
Maintains: Neutral
Price Target: $62 → $55
Current: $50.84
Upside: +8.18%
Intel
Apr 12, 2024
Maintains: Neutral
Price Target: $50 → $44
Current: $31.07
Upside: +41.62%
KLA Corporation
Mar 14, 2024
Maintains: Buy
Price Target: $740 → $850
Current: $839.11
Upside: +1.30%
Marvell Technology
Mar 8, 2024
Maintains: Buy
Price Target: $80 → $95
Current: $71.60
Upside: +32.68%
Advanced Micro Devices
Jan 29, 2024
Maintains: Buy
Price Target: $165 → $195
Current: $164.31
Upside: +18.68%
Synopsys
Jan 4, 2024
Maintains: Buy
Price Target: $650
Current: $609.66
Upside: +6.62%
Teradyne
Dec 15, 2023
Downgrades: Underperform
Price Target: $100
Current: $149.60
Upside: -33.16%
Texas Instruments
Oct 25, 2023
Maintains: Neutral
Price Target: $160
Current: $198.42
Upside: -19.36%
Lumentum Holdings
Oct 10, 2023
Maintains: Underperform
Price Target: $50 → $45
Current: $53.94
Upside: -16.57%
Wolfspeed
Oct 10, 2023
Maintains: Underperform
Price Target: $49 → $40
Current: $23.83
Upside: +67.86%
Coherent
Aug 17, 2023
Maintains: Neutral
Price Target: $55 → $35
Current: $72.86
Upside: -51.96%
Navitas Semiconductor
Aug 15, 2023
Maintains: Neutral
Price Target: $11 → $10
Current: $3.98
Upside: +151.26%
ON Semiconductor
Aug 1, 2023
Maintains: Buy
Price Target: $120 → $130
Current: $72.92
Upside: +78.28%
MACOM Technology Solutions Holdings
Jul 18, 2023
Downgrades: Neutral
Price Target: $72
Current: $111.76
Upside: -35.58%
Skyworks Solutions
May 9, 2023
Maintains: Underperform
Price Target: $108 → $100
Current: $106.96
Upside: -6.51%
Lam Research
Oct 7, 2022
Maintains: Buy
Price Target: $540 → $460
Current: $1,072.82
Upside: -57.12%
Qorvo
Jun 29, 2022
Downgrades: Underperform
Price Target: $125 → $95
Current: $118.90
Upside: -20.10%
Valens Semiconductor
Jun 29, 2022
Maintains: Buy
Price Target: $8.5 → $5
Current: $3.20
Upside: +56.25%
Cirrus Logic
Jun 29, 2022
Maintains: Underperform
Price Target: $85 → $80
Current: $129.77
Upside: -38.35%
Microchip Technology
Jun 29, 2022
Maintains: Buy
Price Target: $85 → $74
Current: $92.06
Upside: -19.62%
NXP Semiconductors
Jun 29, 2022
Maintains: Buy
Price Target: $220 → $190
Current: $272.04
Upside: -30.16%